Close MCP for AI Agents. Manage Leads, Opportunities, and Sales Pipelines from Any Chat Window
Close MCP connects your entire sales operation to any AI client, letting you manage leads, opportunities, and tasks using natural language. Get real-time access to pipeline data, check lead statuses, or review task lists without ever leaving your chat window.
Give Claude and any AI agent real-world access
Retrieve a list containing details and statuses for every lead recorded in the system.
Pull up detailed information, including contact history, for any single specified lead.
Get a complete view of an individual sales deal, showing its value and current stage in the funnel.
List all established sales pipelines configured within your account to understand your process flow.
Pull up a list of scheduled CRM tasks and reminders, ensuring nothing falls through the cracks.
Retrieve an exhaustive list of all available statuses that leads or opportunities can hold.
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What AI agents can do with 8 Tools for Managing Close CRM Lead Data
These tools let you pull specific data points—from single lead profiles to comprehensive lists of sales pipelines—all through your AI client's chat interface.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Close MCPGet Lead Details
Retrieves detailed information for one specific lead within the CRM.
Get My Close Profile
Pulls up metadata about the authenticated user in the system.
Get Opportunity Details
Retrieves comprehensive details for a single, specified sales opportunity.
List Lead Statuses
Provides a list of all possible stages and statuses leads can be assigned to.
List Close Leads
Lists every lead recorded in the Close CRM account for a high-level overview.
List Close Opportunities
Generates an overview list of all existing sales opportunities and their current status.
List Close Pipelines
Lists all the different sales pipelines configured in your account's settings.
List Close Tasks
Retrieves a list of scheduled CRM tasks and reminders for follow-up action.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Close, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Close MCP: Managing Lead and Contact Data with AI Agents
Today, keeping track of leads is manual work. You have to jump into the Close dashboard, search for a company by name, click through status changes, then copy the contact's phone number into your notes. It's tedious, and you always feel like you missed something.
With this MCP, asking your agent to get lead details is simple. Your agent fetches all the necessary contact information, current status, and associated data points in one go—and presents it right in your chat window.
Close MCP: Auditing Sales Pipelines and Opportunities with AI Agents
Tracking a deal's progress requires constant context switching. You open the pipeline view to see all opportunities, then you have to click into each one to confirm its value, which is slow and prone to missing key details.
Now, your agent can list all sales opportunities with `list_close_opportunities`. It gives you a summarized, actionable overview of deal values across stages instantly. You know the health of the funnel without opening any dashboards.
What Close MCP for AI Agents MCP does for your AI
Managing sales usually means clicking through dashboards, switching tabs, and constantly referencing different reports. This MCP changes that. It connects your Close CRM account directly to your AI agent, putting your entire sales workflow under conversational control.
You can instantly pull up detailed lead profiles, track the value of every active deal, or verify exactly where an opportunity sits in a multi-stage pipeline—all by asking a question. You’ll also get full visibility into team tasks and know who you are within the system using your profile data.
Because this MCP is hosted on Vinkius, you connect once and gain access to powerful sales automation tools from any compatible AI client.
Stop opening multiple apps just to track down one piece of information. Start asking your agent to do it for you.
019d7573-9f55-71a9-901c-14b35d38ac88 How to set up Close MCP for AI Agents MCP
The bottom line is that you control complex sales operations by simply talking to your AI client.
Subscribe to this MCP and provide your Close API Key (you find this in the platform's settings).
Connect your AI client—like Cursor or Claude—to the Vinkius catalog using this MCP.
Ask your agent a conversational question, like 'What are my high-priority tasks?' and get immediate data returned to your chat.
Who uses Close MCP for AI Agents MCP
This MCP targets anyone whose day involves constant context switching between CRM dashboards, email threads, and task lists. If you spend more time looking for information than selling, this is for you.
You use it to quickly look up lead details or historical opportunity values while chatting with a client, without ever switching screens.
You audit the health of the entire sales pipeline and check team task lists across multiple users directly from your agent's chat interface.
You verify lead status mappings and monitor overall sales throughput to ensure data quality and process adherence.
Benefits of connecting Close MCP for AI Agents MCP
Instead of opening the dashboard to check status, you can ask your agent to list available stages for leads or opportunities using list_lead_statuses, getting clean data instantly.
You never have to manually track follow-ups again. The agent reads and reviews all CRM tasks and reminders by invoking list_close_tasks right in the chat.
Want a quick snapshot of deals? You can list all sales opportunities using list_close_opportunities, giving you immediate visibility into your entire funnel's health.
Need context on an old deal? Use get_opportunity_details to pull up precise information on any specific opportunity, saving deep dives into multiple tabs.
Forget searching for your own credentials. You can access core system data and view your profile details using get_my_close_profile, all from natural conversation.
Close MCP for AI Agents MCP use cases
Auditing a Team's Progress
A manager needs to know if the team is following up on old leads. They ask their agent to list all leads using list_close_leads and immediately see which accounts are stalled, directing coaching efforts where they're needed most.
Preparing for a Pitch Meeting
An Account Executive is about to pitch a client. They ask the agent to get the opportunity details using get_opportunity_details to ensure they have the absolute latest deal value and status, guaranteeing accurate talking points.
Handling Missed Follow-ups
A rep wakes up and remembers a follow-up call. They ask their agent to list all tasks using list_close_tasks and get a clear rundown of everything due today, prioritizing calls they've forgotten.
Understanding Process Gaps
A RevOps specialist wants to audit the sales process. They ask the agent to list all pipelines using list_close_pipelines and check available lead statuses with list_lead_statuses, identifying gaps in their current workflow.
Close MCP for AI Agents MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Context-switching for status checks
Trying to manually click through the dashboard, filtering by date and stage just to confirm if a lead is 'Qualified' or 'Interested'. This takes 5 minutes of clicks.
Ask your agent to list all leads using list_close_leads and then ask for details on a specific one with get_lead_details. You get the answer in seconds, right where you are.
Relying on memory for tasks
Thinking you remember if you scheduled that call or contract review last week. It's impossible to keep track across multiple projects.
Use the agent to list all CRM tasks and reminders via list_close_tasks. You get a comprehensive, verifiable list of every pending item.
Guessing deal values
Making assumptions about how much money is in a potential deal because you only saw the initial pipeline summary.
Use get_opportunity_details to pull up precise, verified financial data for that specific opportunity. You always know the true current value.
When to use Close MCP for AI Agents MCP
Use this MCP if your sales workflow requires instant access to granular CRM details without opening a separate tab or dashboard. If you need to check lead statuses, list opportunities, or review tasks on demand, this is essential. Don't use it if your primary need is complex reporting (e.g., year-over-year revenue trend analysis); for that, dedicated BI tools are better. Also, don't rely solely on the agent for core data entry; you still need to manage records directly in Close. Think of this MCP as a highly efficient read/lookup layer over your existing CRM system.
Frequently asked questions about Close MCP for AI Agents MCP
How does the Close MCP help me track my daily sales tasks? +
The Close MCP lets you list and review all your scheduled CRM tasks and reminders directly through conversation. You instantly see what needs follow-up, so you never miss a critical step in your pipeline.
Can I use the Close MCP to check deal values? +
Yes. This MCP lets you get detailed information on specific opportunities, including their current financial value and where they sit within the sales funnel. It keeps your pitch data accurate.
Is this Close MCP better than just looking at my dashboard? +
It's faster because it eliminates context switching. Instead of opening the CRM, navigating to a tab, and filtering by date, you ask your agent, and the data appears immediately in your chat window.
Does this MCP help with finding lead status? +
Absolutely. You can list all available stages for leads or opportunities instantly. This is crucial for ensuring consistent data entry across your whole team.
What if I need to check my own profile details using the Close MCP? +
You can easily pull up core CRM metadata about yourself with one command. It keeps everything you need—from contact info to assigned user roles—in one place.